Ownership history in TRUEFG, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which TRUEFG, LLC reported a position in MARSH & MCLENNAN COS INC (MMC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 5,000 | — | 0% | 0.25% | $928K | — |
| 2025 Q3 | UNCHANGED | 5,000 | — | 0% | 0.28% | $1.0M | — |
| 2025 Q2 | ADDED | 5,000 | +1,500 | +42.9% | 0.32% | $1.1M | — |
| 2025 Q1 | UNCHANGED | 3,500 | — | 0% | 0.28% | $854K | — |
As of 2025 Q4 — sorted by position size